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07 - Do I need a Financial Planner? With Rick Salmeron

Author
Catryn Becker
Published
Wed 15 Feb 2023
Episode Link
http://www.optimizewe.com/

How old were you when you opened your first bank account?  For most people this probably wasn't a very memorable or momentous occasion but not so for this week's guest, Financial Planner Rick Salmeron.  In fact, creating wealth and saving money are so intrinsic to Rick, it is like it is part of his DNA.  And isn't that exactly what you want in your financial planner?

In this episode, Catryn and Rick also discuss the concept of "Behavior Finance" and its impact on our wallet.  It is a fascinating topic and one that really gets you thinking about your own spending habits and how to make different changes in your life.  

If you have questions, don't currently have a financial planner yet or looking to make a change, please reach out to Rick using the contact information below.  He is happy to help!

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